Coming soon: Sun Life One Plan

October 02, 2023

Our new retirement planner, Sun Life One Plan, will be available in the coming weeks. This new tool, which replaces our existing retirement planner, will give plan members the opportunity to create a personalized financial roadmap that adapts to their different life stages.

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It provides members with new and improved features, such as:

  • Real time tracking towards members savings goals
  • Personalized strategies to help get members closer to retirement sooner
  • · Freedom and flexibility to make changes to their plan as life circumstances changes
  • · Secure and confidential

This new tool will be available through the Planning your Best Retirement page on the secure member site.

All Sponsor exclusions will be honoured. This includes those who currently have the “Planning your Best Retirement” page turned off. A slimmed down version of the tool, referred to as our quick planner, will be made available in 2024. Watch for additional communications when it’s available.

Click here for more information on this tool and other digital innovations available to Sponsors and Plan Members.

Sponsors looking for resources they can share with their members are encouraged to visit our Sponsor Resource Centre. On this webpage, Sponsors will find communications and educational resources that they can download and share.

If you have any questions, please contact your Sun Life Group Retirement Services representative.